CRM Software products for Small Business : Top List in 2018

Salesforce is a full-featured CRM software for all types of businesses. With Salesforce Small Business Solutions, you can take advantage of all the capabilities Salesforce has to offer with select packages designed for small businesses.

As an all-in-one software, Salesforce offers everything you need to find and keep customers, close sales and grow your business. Features include contact management, lead generation, opportunity management, sales forecasting, workflow automation, collaboration tools and many more — all in one, easy-to-use platform. Salesforce is also a cloud-based CRM software, which gives you anytime, anywhere access to your data, even from mobile devices.

Many companies claim that their CRM software products Continue reading “CRM Software products for Small Business : Top List in 2018”

Top Customer Relationship Management CRM Software for Small Business 2018

Salesforce is a full-featured CRM software for all types of businesses. With Salesforce Small Business Solutions, you can take advantage of all the capabilities Salesforce has to offer with select packages designed for small businesses.

As an all-in-one software, Salesforce offers everything you need to find and keep customers, close sales and grow your business. Features include contact management, lead generation, opportunity management, sales forecasting, workflow automation, collaboration tools and many more — all in one, easy-to-use platform. Salesforce is also a cloud-based CRM software, which gives you anytime, anywhere access to your data, even from mobile devices.

Many companies claim that their Continue reading “Top Customer Relationship Management CRM Software for Small Business 2018”

CRM Software Solutions : The 10 Best Free and Open Source Software

The 10 Best Free and Open Source CRM Software Solutions

There’s no such thing as a free lunch. It’s one of the saddest facts in my life, right up there with my insane student debt and the realization that Taylor Swift will probably never talk to me.

But there’s good news! I just saved a bunch of money by switching to… no, I’m kidding.

The real good news is that, while lunch may not be free, Customer Relationship Management software can be!

Free CRM comes in two categories – free, but limited (also known as freemium), and open source.

So the free, but limited, versions set caps on the amount of free users, contacts, storage, extra features, or some combination thereof.

Open source, on the other hand, offers an unlimited, fully functional CRM to users. The caveat is that your company needs a person (or team) who can install and configure the CRM. Of course, because of this, open source CRM is extremely customizable, which is nice. Most open source CRM companies also offer a preconfigured version and/or installation and support for a price.

Where can you find these magical free CRMs? Well, I put together a list for you! Check out the comparison chart below and read the details about the CRM systems that interest you.

Please note that I have not placed these in any particular order. Each system is different and each one will serve some companies better than others.

Continue reading “CRM Software Solutions : The 10 Best Free and Open Source Software”

CRM Software for Small Business : Top List in 2018

Salesforce is a full-featured CRM software for all types of businesses. With Salesforce Small Business Solutions, you can take advantage of all the capabilities Salesforce has to offer with select packages designed for small businesses.

As an all-in-one software, Salesforce offers everything you need to find and keep customers, close sales and grow your business. Features include contact management, lead generation, opportunity management, sales forecasting, workflow automation, collaboration tools and many more — all in one, easy-to-use platform. Salesforce is also a cloud-based CRM software, which gives you anytime, anywhere access to your data, even from mobile devices.

Many companies claim that their CRM software products are simple to use. When we spoke with a Salesforce sales rep, we were told that the software offers an easy-to-use interface that doesn’t require much of a learning curve. To test this, we demoed the software ourselves.

One thing we immediately liked about Salesforce is its customizable dashboard. When you log in, the dashboard greets you with a wide range of report widgets that give you a bird’s-eye view of how your business is performing. Sales reps can also see real-time summaries of their own numbers and customer data. You can customize the dashboard to show you everything from quotas and pipelines to key opportunities, leaderboards, team summaries, sales numbers and many other types of data.

We also liked how easy it was to navigate the software. There is a simple navigation bar at the top of the window. Each tab is separated into the categories, such as Home, Contacts, Accounts, Leads, Campaigns, Opportunities, Forecasts Files and more. This layout made it very easy to get to where we wanted to go. We didn’t have to search around for what we needed — something we did have to do on several other CRM software products. As part of the dashboard’s customizability, you can also reorganize each tab or add your own to cater navigation to your preferences.

Furthermore, we were impressed by how organized each tab was. All data is displayed in a simple list, with links to each contact, account, lead, campaign, etc. The right-hand column also includes a Shortcut widget and Recent Items widget, so you can quickly get to your most recently opened items.

We were also fans of the software’s social capabilities. Salesforce’s social media function and news feed work very much like Facebook, making it very familiar and easy to use. You can easily browse the news feed and post status updates, upload files, share links and more, right from the dashboard.

To try Salesforce yourself before purchasing it, sign up for a free trial here.

Salesforce is all about streamlining the sales process to help your business close sales quickly and easily. To this end, the platform comes with all the features a small business needs to grow using a sales- and insight-driven approach. Everything is done in an efficient and automated way, and the software is designed to provide all of the information you need to manage contacts, find leads, turn prospects into customers, run more efficient marketing campaigns and much more.

Contact management. Salesforce offers a robust contact management system that lets you do more than a traditional address book would. In addition to storing phone numbers, addresses and other contact information, the software keeps other important data to give you a 360-degree view of each customer. For instance, each customer profile includes critical data like activity histories, deals they’re a part of, past communications (and which sales reps are communicating with them), where they are in the sales funnel, and internal notes and discussions. Profiles also automatically populate contacts’ social media accounts — including LinkedIn, Facebook, Twitter and YouTube — so you can instantly respond to questions, concerns and what they’re saying about your company online.

Lead generation. The benefit of Salesforce’s lead-generation system is twofold: It lets you make smarter marketing decisions while giving you all the tools you need to turn those prospects into sales opportunities. First, the software gives you a big-picture view of each lead by tracking them all the way back to which campaigns and marketing channels they came from, including social media. This lets you see where your marketing efforts are and aren’t working, as well as which have the most impact on your sales pipeline. Next, Salesforce captures each lead’s most recent activities and contact information, and then automatically assigns them to the right sales reps for timely follow-ups.

Opportunity management. Salesforce lets you efficiently manage opportunities and quickly close sales with built-in deal evaluation and quoting tools. In just a few clicks, reps can create detailed PDF quotes that automatically populate pertinent data — like customer information, quantities, pricing, payment terms, delivery information and more — and email it to the customer directly from the Salesforce platform. The software can also show you the value of each deal and the current stage of the deal, as well as track activities and receive alerts as accounts progress through the sales process.

Forecasting. Manage sales forecasting in real time. Sales reps can quickly create sales forecasts that include all types of details, from monthly and periodic quota attainments to categories, revenues, contract values and customers. You and other members of your team can then review and adjust these forecasts in real time as you see fit and help sales reps reach their goals.

Reports. Salesforce aims to make it easy to generate and analyze reports. It features drag-and-drop reporting tools that include real-time charts, graphs and the ability to zero in on categories and the smallest details. Reports also appear in the dashboard, so you get all the data you need as soon as you log in.

Collaboration. Salesforce offers built-in social tools to help sales reps and other members of your staff collaborate to further drive sales. The platform includes features like a social news feed to allow for open discussion and the ability to share files, insights, data, sources, leads and more.

Automated workflow. Guide sales reps through the sales process with automated workflow, which takes them through the different stages of each deal without requiring you to be there. You can automatically assign tasks, make recommendations and respond to approval requests (such as expenses, discounts and order placements) to make the process even faster.

Mobile access. Access your CRM on the go with the full-featured Salesforce1 Mobile App. Just like the desktop version of Salesforce, the mobile app gives you access to your Salesforce dashboard; contacts and social profiles; sales and lead-generation tools; files; and more. The app also includes collaboration capabilities, so you can update your team on deal statuses and get help as you need it, wherever you are.

One of the biggest benefits of using Salesforce is that it offers nearly endless possibilities for expanding its core functionalities. The end goal is to cater it to your business’s unique needs to get the most out of the software. This is all done using extensive third-party integrations via the Salesforce AppExchange. There, you can find hundreds of third-party integrations to make your CRM work with the solutions your business already uses — and new ones to help it grow.

To illustrate, here are five examples of the robustness of Salesforce’s capabilities when they’re integrated with other business apps:

  • Real-time data. Connect Salesforce with industry resources like Data.com and Dun & Bradstreet (D&B) for the most up-to-date information on prospects, contacts and businesses. Salesforce says this helps to eliminate hours of research to find fresh leads and update data, so reps can dive right into calls, evaluating opportunities and selling.
  • Outlook integration. Access Salesforce data directly from Outlook. Salesforce Email Connect lets you view, add and edit contacts, create new deals, respond to customers, view calendars, send invites and more — all from your inbox. Data is also synced in real time, so you don’t have to worry about manually updating information on each platform.
  • Marketing automation. Use Pardot Marketing Automation to create, launch and manage marketing campaigns straight from your Salesforce dashboard. Features include lead generation, prospect evaluation, targeted email marketing, Google AdWords integration and return-on-investment analysis to assess campaign effectiveness.
  • Sales performance management. Salesforce’s own Work.com app helps you motivate and manage sales teams to help them reach their goals. The app also lets you evaluate performance, coach reps and track their progress on monthly, quarterly, yearly, per-project or goal-based metrics.
  • Customer service. Use Desk.com to provide multichannel customer support; then integrate those communications automatically with your Salesforce contact profiles.

The Salesforce AppExchange offers third-party integrations in a wide range of categories, such as sales, customer service, marketing, human resources, finances, enterprise resource planning, collaboration, analytics and IT.

When we asked a Salesforce sales rep about these integrations, we were impressed that many of them can be used straight inside the Salesforce platform, to help your team be more efficient and productive. In contrast, some competing CRM software products only integrate data, thus requiring you to access multiple apps to get the job done.

Find out more about the Salesforce AppExchange here.

Of the many CRM software we evaluated, Salesforce offers one of the most comprehensive customer support systems. A toll-free customer service number and a live-chat feature are available on the company’s website, so you can reach a real person whenever you need help. We were able to easily contact the Salesforce sales team, and the sales rep was happy to answer all of our questions without pressuring us to purchase a plan.

In addition to live support, the sales rep we spoke with said the software offers plenty of other help resources to assist you in implementing, using and troubleshooting Salesforce. He gave us a link to the company’s Success Services page — which includes information on one-on-one help, training, certification and other support services — as well its YouTube page, where you can watch how-to videos and demos of Salesforce in action.

Salesforce also has a dedicated Community page, so you can find help yourself. It includes a community forum, where you can browse common issues or post your questions to get an answer from fellow Salesforce users. This section also contains official Salesforce documentation, which offers a library of guides, how-to videos, articles and other online help resources to learn more about the software and resolve issues. You’ll also be able to find for-hire Salesforce developers to help you implement and customize the software to fit your needs.

Read more: https://www.businessnewsdaily.com/7840-best-crm-software-small-business.html

Continue reading “CRM Software for Small Business : Top List in 2018”

Best CRM Software for Small Business 2018

Salesforce is a full-featured CRM software for all types of businesses. With Salesforce Small Business Solutions, you can take advantage of all the capabilities Salesforce has to offer with select packages designed for small businesses.

As an all-in-one software, Salesforce offers everything you need to find and keep customers, close sales and grow your business. Features include contact management, lead generation, opportunity management, sales forecasting, workflow automation, collaboration tools and many more — all in one, easy-to-use platform. Salesforce is also a cloud-based CRM software, which gives you anytime, anywhere access to your data, even from mobile devices.

Many companies claim that their CRM software products are simple to use. When we spoke with a Salesforce sales rep, we were told that the software offers an easy-to-use interface that doesn’t require much of a learning curve. To test this, we demoed the software ourselves.

One thing we immediately liked about Salesforce is its customizable dashboard. When you log in, the dashboard greets you with a wide range of report widgets that give you a bird’s-eye view of how your business is Continue reading “Best CRM Software for Small Business 2018”

Best Customer Relationship Management CRM Software Solutions in 2018

Businesses of today are in high demand of resources, and in a constant struggle to keep up the pace of their competitive environments. Maintaining a quality relationship with customers is the cornerstone of that process, which is why CRM software systems happen to pull some serious investment out of the pocket, and be the distinctive criterion that puts companies up and under the customer attention threshold.

Is purchasing a prime-brand CRM tool a reasonable investment?

As Elevation 43 strategy consultant Alexa Bridges explains, CRMs do help understand the customer and build a lasting relationship with the use of practices such as re-engaging and cross-selling. This, nevertheless, works only for businesses whose CRM expectations are realistic and down-to-earth. His research showed that 25%-60% of big-boom CRMs fail despite of relationships being the lucky charm of sales growth: it is completely understandable to invest hope in a tool that costs an arm and a leg, but the tool won’t by default plan a strategy for you.

It is here where you may stumble, understand that CRM is still an executive concern, and start wondering whether there is a cheaper, alternative way to get a hand in need.

Good news is, the software industry tends to surprise with hints and backdoors. Unlike ordinary vendors that don’t exactly benefit from giving products away for free, CRM vendors ensure additional profit sources by promoting their service, and that’s why their products can be available for free.

Can free CRM software do the heavy-lifting for you?

Unfortunately, there is no universal answer to this question, as there are fully-featured systems where nothing is up for payment, and there are ones that tailor the free package to the needs of a very specific group. In many cases, free and freemium packages target sole entrepreneurs, startups, and developing businesses, but this is not always the limit. In fact, our experts found plenty of reliable free CRM programs that are targeted for companies that want to stay on the safe side with their budget.

Usually, a free online CRM system package will be limited to a number of users (2 to 15 on average), offer symbolic storage and record insertion capacity, and exclude advanced features such as smart alerts, scheduled reporting, or even customization. More often than not, their users are not entitled to instant support as premium and paid-per-use customers would be (but do have access to a knowledge base and online community, where applicable), and won’t get to use prominent integrations reserved for higher plan users. But, again, this is not a rule and there are exceptions – you can find top-notch CRM software for free where a lot or all functionality is available for at no cost, and experts agree the cloud hosting wave will further increase their number in the future.

What is the best free CRM software?

We all know the good old one ‘when you get a horse for free, you don’t check its teeth’, but that’s not how things go with customer-focused software. Your CRM is literally the face of your businesses, and the source of operable intelligence no other system can collate. This is why even a free web based CRM system should perform up to expectations, and give users an experience they will appreciate.

The best course of action is to explore what the market has to offer, and compare the value of different systems to find the one that will suit your needs. To make things easier for you, we’ve listed and compared the best free CRM software tools in 2018:

Zoho CRM is another smart system you can position in charge of your relationship management activity, and do so without worrying that your free selection might be too basic. Keep in mind that Zoho CRM is not just a simple contact management app, for that purpose they vendor developed a whole different product called Zoho ContactManager. Zoho CRM, meanwhile, is a fully equipped package for lead & sales management available for free for teams up to 10 users.

Zoho CRM’s plans differ in terms of communication channel availability, sales automation equipment, number of records, and custom modules, but one thing the company is particularly proud of is delivering unlimited support to users regardless of the plan they’ve chosen. The free plan is offered as a unified, customer-centric kit fully equipped for email marketing, visitor tracking, customer surveys, social media marketing, project management, and a really professional analytics board. The mobile apps developed by the company are also available in the free edition.

Who is Zoho CRM designed for?

Small and medium business in the retail and service industry, looking for a complete sales force automation, email marketing & lead management system with reliable analytics. Sole proprietors are also invited to use it.

What features are available for free?

Zoho CRM’s Free Edition is currently among the most popular off-charge CRM tools, and the reasons are more than obvious. The unpaid package collates the best of the four paid plans, and wraps it nicely in a 10-people working kit with unlimited support and access to Zoho products integrations.

These are the features you can get in the free edition

  • Support for up to 10 users
  • Sales force automation
  • Feeds for team collaboration
  • Social media features (Twitter, Facebook, and Google+)
  • Marketing automation (10 Email Templates, Email Opt Out)
  • Document Library (Folder Sharing, Attach Docs, File Versioning, Reviews)
  • Standard Reports
  • Web forms
  • 1 GB Storage
  • Product customization
  • Workflow management

What features you will have to pay extra for?

There are four paid Zoho CRM packages to consider, with prices varying between $12 and $60/month. The main difference between the packages is the presence of email management and sales force automation capacity, while the analytic features offered by each are gradually improving from one package to the other. All plans are billed monthly or annually, and come with a handy 14-days trial where you can test their features.

Here’s what paid features you can get:

  • Sales forecasting
  • Team collaboration between groups
  • Mass emailing
  • Custom analytics
  • 100000 Data Storage Records, 5000 calls a day
  • 10 Custom Fields & 2 Unique Fields per module
  • Slack integration
  • Synchronization with Google Contacts & Google Calendars
  • Full Inventory Management Kit
  • Unlimited Storage
  • Case Escalation Rules

Read more:  https://financesonline.com/best-free-crm-software-solutions-consider-2017/

Continue reading “Best Customer Relationship Management CRM Software Solutions in 2018”